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Smith, Brandon

Chief Technology Officer

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Luminaries 2026

Business Development

Luminaries 2026 Impact Statement

AdvizorPro’s Chief Technology Officer Brandon Smith encouraged his firm to invest in building its Model Context Protocol at a time when next to no one knew what MCP stood for. As a result, AdvizorPro was among the first firms embracing this technology that allows firms to query AdvizorPro data in natural language and receive actionable responses. AdvizorPro’s development of its Model Context Protocol (MCP) ahead of when many wealth management industry members were even thinking about. He has led the design of systems that continuously clean, reconcile, and enrich data for advisors, RIAs, broker‑dealers, insurance producers, and family offices — giving clients a single, trusted view of an increasingly fragmented marketplace.